ORIGINAL APPLICATION FOR HOMESTEAD EXEMPTIONS



5713730-261620DR-501Rule 12D-16.002, F.A.C.Effective 11/23Page 1 of 400DR-501Rule 12D-16.002, F.A.C.Effective 11/23Page 1 of 44375154762500ORIGINAL APPLICATION FOR HOMESTEADAND RELATED TAX EXEMPTIONSPermanent Florida residency required on January 1.Application due to property appraiser by March 1.County FORMTEXT ?????Tax Year FORMTEXT ?????I am applying for homestead exemption FORMCHECKBOX New FORMCHECKBOX Change Do you claim residency in another county or state? Applicant? FORMCHECKBOX Yes FORMCHECKBOX NoCo-applicant? FORMCHECKBOX Yes FORMCHECKBOX NoApplicantCo-applicant/SpouseName FORMTEXT ????? FORMTEXT ?????*Social Security # FORMTEXT ????? FORMTEXT ?????Immigration # FORMTEXT ????? FORMTEXT ?????Date of birth FORMTEXT ????? FORMTEXT ?????% of ownership FORMTEXT ????? FORMTEXT ?????Date of permanent residency FORMTEXT ????? FORMTEXT ?????Marital status FORMCHECKBOX Single FORMCHECKBOX Married FORMCHECKBOX Divorced FORMCHECKBOX WidowedHomestead address FORMTEXT ?????Mailing address, if different FORMTEXT ?????Parcel identification number or legal description FORMTEXT ?????Applicant Phone FORMTEXT ?????Co-applicant Phone FORMTEXT ?????Type of deed FORMTEXT ????? Date of deed FORMTEXT ????? Recorded:Book FORMTEXT ????? Page FORMTEXT ????? Date FORMTEXT ????? or Instrument number FORMTEXT ?????Did any applicant receive or file for exemptions last year? FORMCHECKBOX Yes FORMCHECKBOX NoPrevious address: FORMTEXT ?????Please provide as much information as possible. Your county property appraiser will make the final determination.Proof of ResidenceApplicantCo-applicant/SpousePrevious residency outside Florida and date terminated FORMTEXT ?????date FORMTEXT ????? FORMTEXT ?????date FORMTEXT ?????FL driver license or ID card number FORMTEXT ?????date FORMTEXT ????? FORMTEXT ?????date FORMTEXT ?????Evidence of relinquishing driver license from other state FORMTEXT ????? FORMTEXT ?????Florida vehicle tag number FORMTEXT ????? FORMTEXT ?????Florida voter registration number (if US citizen) FORMTEXT ?????date FORMTEXT ????? FORMTEXT ?????date FORMTEXT ?????Declaration of domicile, enter date FORMTEXT ????? date FORMTEXT ????? FORMTEXT ????? date FORMTEXT ?????Current employer FORMTEXT ????? FORMTEXT ?????Address on your last IRS return FORMTEXT ????? FORMTEXT ?????School location of dependent children FORMTEXT ????? FORMTEXT ?????Bank statement and checking account mailing address FORMTEXT ????? FORMTEXT ?????Proof of payment of utilities at homestead address FORMCHECKBOX Yes FORMCHECKBOX No FORMCHECKBOX Yes FORMCHECKBOX NoName and address of any owners not residing on the property FORMTEXT ?????*Disclosure of your social security number is mandatory. It is required by section 196.011(1)(b), Florida Statutes. The social security number will be used to verify taxpayer identity and homestead exemption information submitted to property appraisers.Continued on page 26181090-371475DR-501Eff. 11/23Page 2 of 400DR-501Eff. 11/23Page 2 of 4In addition to homestead exemption, I am applying for the following benefits.See page 4 for qualification and required documents.By local ordinance only: FORMCHECKBOX Age 65 and older with limited income (amount determined by ordinance) FORMCHECKBOX Age 65 and older with limited income and permanent residency for 25 years or more FORMCHECKBOX $5,000 widowed FORMCHECKBOX $5,000 blind FORMCHECKBOX $5,000 totally and permanently disabled FORMCHECKBOX Total and permanent disability - quadriplegic FORMCHECKBOX Certain total and permanent disabilities - limited income and hemiplegic, paraplegic, wheelchair required, or legally blind FORMCHECKBOX First responder totally and permanently disabled in the line of duty or surviving spouse FORMCHECKBOX Surviving spouse of first responder who died in the line of duty FORMCHECKBOX Disabled veteran discount, 65 or older which carries over to the surviving spouse FORMCHECKBOX Veteran disabled 10% or more FORMCHECKBOX Disabled veteran confined to wheelchair, service-connected FORMCHECKBOX Service-connected totally and permanently disabled veteran or veteran’s surviving spouse. Applicants for this exemption qualify for a prorated refund of previous year’s taxes if in the previous year they acquired this parcel between January 1 and November 1 and provide proof of the disability as of January 1 of that tax year*. If you received the same exemption on another parcel in the previous year, enter the previous parcel information in the space provided. Parcel number FORMTEXT ?????___________ County FORMTEXT ?????_______. FORMCHECKBOX Surviving spouse of veteran who died while on active duty. Applicants for this exemption qualify for a prorated refund of previous year’s taxes if in the previous year they acquired this parcel between January 1 and November 1 and provide an official letter*. If you received the same exemption on another parcel in the previous year, enter the previous parcel information in the space provided. Parcel number FORMTEXT ?????___________County FORMTEXT ?????___________. FORMCHECKBOX Other, specify: FORMTEXT ?????I authorize this agency to obtain information to determine my eligibility for the exemptions applied for. I qualify for these exemptions under Florida Statutes. I own the property above and it is my permanent residence or the permanent residence of my legal or natural dependent(s). (See s. 196.031, Florida Statutes.)I understand that under section 196.131(2), F.S., any person who knowingly and willfully gives false information to claim homestead exemption is guilty of a misdemeanor of the first degree, punishable by imprisonment up to one year, a fine up to $5,000, or both. I have read, or have had someone read to me, the contents of this form.I certify all information on this form and any attachments are true, correct, and in effect on January 1 of this year.Signature, applicant FORMTEXT ?????DateSignature, co-applicant FORMTEXT ?????DateContact your local property appraiser if you have questions about your exemption.File the signed application for exemption with the county property appraiser.Signature, property appraiser or deputyDateEntered byDate*See page 4 Forms and Documents for acceptable forms of proof.5218430-752475DR-501Eff.11/23Page 3 of 400DR-501Eff.11/23Page 3 of 4PENALTIESThe property appraiser has a duty to put a tax lien on your property if you received a homestead exemption during the past 10 years that you were not entitled to. The property appraiser will notify you that taxes with penalties and interest are due. You will have 30 days to pay before a lien is recorded. If this was not an error by the property appraiser, you will be subject to a penalty of 50 percent of the unpaid taxes and 15 percent interest each year (see s. 196.011(9)(a), F.S.). For special requirements for estates probated or administered outside Florida, see s. 196.161(1), F.S.The information in this application will be given to the Department of Revenue. Under s. 196.121, F.S., the Department and property appraisers can give this information to any state where the applicant has resided. Social security numbers will remain confidential under s.193.114(5), F.S.EXEMPTION AND DISCOUNT REQUIREMENTSHomestead Every person who owns real property in Florida on January 1, makes the property his or her permanent residence or the permanent residence of a legal or natural dependent, and files an application may receive a property tax exemption up to $50,000. The first $25,000 applies to all property taxes. The added $25,000 applies to assessed value over $50,000 and only to non-school taxes.Your local property appraiser will determine whether you are eligible. The appraiser may consider information such as the items requested on the bottom of page 1.Save our Homes (SOH) Beginning the year after you receive homestead exemption, the assessment on your home cannot increase by more than the lesser of the change in the Consumer Price Index or 3 percent each year, no matter how much the just value increases. If you have moved from one Florida homestead to another within the last three years, you may be eligible to take some of your SOH savings with you. See your property appraiser for more information.File the signed application for exemption with the county property appraiser.6100623-281635DR-501Eff. 11/23Page 4 of 400DR-501Eff. 11/23Page 4 of 4This page does not contain all the requirements that determine your eligibility for an exemption.Consult your local property appraiser and Chapter 196, Florida Statutes, for details.Added Benefits Available for Qualified Homestead PropertiesAmountQualificationsForms and Documents*StatuteExemptionsLocal option, age 65 and olderDetermined by local ordinanceLocal ordinance, limited incomeProof of ageDR-501SC, household income196.075The amount of the assessed valueLocal ordinance, just value under $250,000, permanent residency for 25 years or more.DR-501SC, household incomeWidowed $5,000Death certificate of spouse196.202Blind$5,000Florida physician, DVA*, or SSA**196.202Totally and Permanently Disabled$5,000DisabledFlorida physician, DVA*, or SSA**196.202All taxesQuadriplegic2 Florida physicians or DVA*196.101All taxesHemiplegic, paraplegic, wheelchair required for mobility, or legally blindLimited incomeDR-416, DR-416B, or letters from 2 FL physicians (For the legally blind, one can be an optometrist.) Letter from DVA*, and DR-501A, household income196.101Veterans and First Responders Exemptions and DiscountDisabled veteran discount, age 65 and older which carries over to the surviving spouse% of disabilityCombat-related disability Proof of age, DR-501DVProof of disability, DVA*, or US government196.082Veteran, disabled 10% or more by misfortune or during wartime serviceUp to $5,000Veteran or surviving spouse Proof of disability, DVA*, or US government196.24Veteran confined to wheelchair, service-connected, totally disabledAll taxesVeteran or surviving spouse Proof of disability, DVA*, or US government196.091Service-connected, totally and permanently disabled veteran or surviving spouseAll taxesVeteran or surviving spouse Proof of disability, DVA*, or US government 196.081Surviving spouse of veteran who died while on active dutyAll taxesSurviving spouseUS Government or DVA letter attesting to the veteran’s death while on active duty196.081First responder totally and permanently disabled in the line of duty or surviving spouseAll TaxesFirst responder or survivingspouseProof of Disability, employer certificate, physician’s certificate and SSA** (or additional physician certificate)196.102Surviving spouse of first responder who died in the line of dutyAll taxesSurviving spouseLetter attesting to the first responder’s death in the line of duty196.081*DVA is the US Department of Veterans Affairs or its predecessor. **SSA is the Social Security Administration.76200302895ReferencesThis form mentions the following documents, which are incorporated by reference in Rule 12D-16.002, F.A.C.The forms may be available on your county property appraiser’s website or the Department of Revenue’s website at property/forms FormForm TitleDR-416Physician’s Certification of Total and Permanent DisabilityDR-416BOptometrist’s Certification of Total and Permanent DisabilityDR-501AStatement of Gross IncomeDR-501DVApplication and Return for Homestead Tax Discount, Veterans Age 65 and Older with a Combat-Related Disability and Surviving SpouseDR-501SCAdjusted Gross Household Income, Sworn Statement and Return020000ReferencesThis form mentions the following documents, which are incorporated by reference in Rule 12D-16.002, F.A.C.The forms may be available on your county property appraiser’s website or the Department of Revenue’s website at property/forms FormForm TitleDR-416Physician’s Certification of Total and Permanent DisabilityDR-416BOptometrist’s Certification of Total and Permanent DisabilityDR-501AStatement of Gross IncomeDR-501DVApplication and Return for Homestead Tax Discount, Veterans Age 65 and Older with a Combat-Related Disability and Surviving SpouseDR-501SCAdjusted Gross Household Income, Sworn Statement and Return ................
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